Jordan graduated from Western Washington University with a Bachelor's degree in Business Administration and later from Southern New Hampshire University with a Master's degree in Finance. Prior to joining the CWM team Jordan spent 7 years in financial operations at two other investment firms in the Puget Sound area. His background in treasury management, settlement, and customer service gives him the tools he needs to be effective at trading and problem-solving.
Outside of Work
A PNW native, Jordan loves to spend time with his wife and daughter. He is an Eagle Scout who enjoys fly fishing, reading, playing Dungeons and Dragons (along with many other dice and paper games), and cooking elaborate meals that can be cut into tiny, toddler-friendly pieces.
- Series 7
- Series 63
- Series 65
- WA Notary
I live my life with a simple goal: to help people smile each and every day."
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